
Do You Have A Stable Of Cars Or A Collection? And How To Manage Either Wisely
At Wealth Management Solutions, we help clients manage their financial affairs with purpose and many of them look to their interest in cars, planes, motorcycles, and artwork as an extension of their wealth and purpose. However, a stable of cars does not make a...

The Best Casual Dining Around Newport Beach, CA
Newport Beach, CA, is a wonderful place to live and work. I get to enjoy the California sunshine all year round and be a stone’s throw away from the Pacific Ocean. Here there are shops, sights, and especially casual dining restaurants to enjoy. In my opinion, here are...

Why Naming Beneficiaries for Retirement Accounts Can Be Critical
Brian Dobbis, QKA, QPA, QPFC, TGPCDirector, Retirement Solutions, Lord Abbett Naming beneficiaries on each retirement account can help ensure that the intended heirs receive the proceeds in a timely and tax-efficient manner.An often overlooked retirement-planning...

The Biggest Mistakes Retirees Make
You’ve worked hard for decades—diligently squirrelling away savings year after year—and you’ve finally made it. Time to retire. Now all there’s left to do is relax and enjoy the fruits of your labor. Right? Not so fast. You’re not out of the woods yet. Unfortunately,...

My Favorite Restaurants In Newport Beach And Orange County
There is no other place like Newport Beach, and I am so fortunate to call this city my home. Newport Beach is a three-mile peninsula that is home to one of the world’s best bodysurfing sites (also known as “The Wedge”), the bustling Newport Pier, and the popular...

How To Develop Goals & A Plan To Help Achieve Them
Do you have goals? You likely do. Whether it’s to reach a certain level in your career, maintain a certain weight, or accumulate wealth, most people have goals even if they haven’t thought them out clearly or even labeled them as goals. However, not doing so can be a...

14 Things To Do Before You Travel Internationally
At Wealth Management Solutions, we believe that to manage your wealth successfully, you should approach it with the same care and intentionality as you would a business. With a business, you don’t just chase profits, you take the time to protect your assets. When it...

How To Secure Benefits For Your Surviving Spouse
Do you know how to take advantage of your spouse’s Social Security benefits if they were to pass away? If not, this article is for you. The rules around collecting Social Security benefits for a surviving spouse are complicated. And to make matters worse, laws are...

Our Process: How Working With An Independent Fiduciary Is Different
As we discussed last month, there is a big difference between working with an independent financial services firm and a captive agent. The captive agent is limited in the advice that can be given and the products they offer, while the independent advisor can recommend...

Who We Are And Why Clients Choose Us
This past holiday season, did you take the time to sit down and watch the Christmas classic Miracle on 34th Street? One scene in this movie was absolutely revolutionary. In this scene, Kris Kringle is working as a department-store Santa Claus and he tells a mother to...
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Wealth Management Solutions, LLC
4000 MacArthur Blvd, Ste. 600 East Tower
Newport Beach, CA 92660
Office: (949) 475-9700
Fax: (949) 475-9701
Security Licenses 7, 24, held at LPL
Richard Riva is licensed to sell insurance in the state of California. His principal place of business and domicle is California. CA Insurance LIC# OB22466
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